A complete list of active advisors currently associated with Attentive Investments, LLC

Warmer can help you find a great advisor at Attentive Investments, LLC or one who fits your needs even better.

Attentive Investments, LLC manages about $197.5 million in client assets for roughly 430 clients, offering continuous individual portfolio management on both a discretionary and non-discretionary basis, plus written financial planning and non‑securities advice. Clients include individual and high‑net‑worth households as well as pension and profit‑sharing plans, and the firm provides periodic written reports to summarize performance and holdings. The firm combines fundamental and technical analysis and employs a range of strategies—long‑term, short‑term, trading and margin transactions—tailored to each client’s objectives and risk tolerance, with reviews at least quarterly and discretionary authority used when authorized. It aggregates trades for block execution and participates in an institutional custody and trading arrangement that supports trade execution and reporting. Noteworthy aspects include an unusually high client count per listed advisor (about 430 clients per one advisor), which is rare for supported firms and suggests more standardized processes and reliance on custodial platforms and tools. The brochure also discloses receipt of additional services and discounts from its custodian (including research and technology tools) that may present potential conflicts of interest, and the firm does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Attentive Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.